See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,724 | $40,385-73.4% | $80,569-86.7% | $74,419-85.6% |
| Participation rate | 94.0% | 47.4%+46.6pp | 67.0%+27.1pp | 70.7%+23.3pp |
| Annual return | 22.92% | 164.85%-141.9pp | 935.43%-912.5pp | 34.38%-11.5pp |
| Employer contribution / active EE | $3,336 | $1,496+123.0% | $2,723+22.5% | $2,637+26.5% |
| Participant deferral / active EE | $830 | $2,674-69.0% | $4,447-81.3% | $4,528-81.7% |
| Admin fee / account holder | $560 | $720-22.1% | $5,377-89.6% | $348+61.1% |